HWVIX vs. AVUV
Compare and contrast key facts about Hotchkis & Wiley Small Cap Diversified Value Fund (HWVIX) and Avantis U.S. Small Cap Value ETF (AVUV).
HWVIX is managed by Hotchkis & Wiley. It was launched on Jun 30, 2014. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HWVIX or AVUV.
Correlation
The correlation between HWVIX and AVUV is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HWVIX vs. AVUV - Performance Comparison
Key characteristics
HWVIX:
0.21
AVUV:
0.52
HWVIX:
0.45
AVUV:
0.91
HWVIX:
1.06
AVUV:
1.11
HWVIX:
0.21
AVUV:
0.96
HWVIX:
0.65
AVUV:
2.09
HWVIX:
6.43%
AVUV:
5.03%
HWVIX:
20.31%
AVUV:
20.06%
HWVIX:
-58.52%
AVUV:
-49.42%
HWVIX:
-13.56%
AVUV:
-8.04%
Returns By Period
In the year-to-date period, HWVIX achieves a 1.46% return, which is significantly higher than AVUV's 0.94% return.
HWVIX
1.46%
-0.48%
-0.88%
5.95%
5.61%
3.13%
AVUV
0.94%
-1.89%
5.47%
13.15%
15.78%
N/A
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HWVIX vs. AVUV - Expense Ratio Comparison
HWVIX has a 0.80% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
HWVIX vs. AVUV — Risk-Adjusted Performance Rank
HWVIX
AVUV
HWVIX vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley Small Cap Diversified Value Fund (HWVIX) and Avantis U.S. Small Cap Value ETF (AVUV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HWVIX vs. AVUV - Dividend Comparison
HWVIX's dividend yield for the trailing twelve months is around 0.87%, less than AVUV's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWVIX Hotchkis & Wiley Small Cap Diversified Value Fund | 0.87% | 0.88% | 1.58% | 1.60% | 1.05% | 0.96% | 0.87% | 0.94% | 0.45% | 0.79% | 0.49% | 0.45% |
AVUV Avantis U.S. Small Cap Value ETF | 1.60% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HWVIX vs. AVUV - Drawdown Comparison
The maximum HWVIX drawdown since its inception was -58.52%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for HWVIX and AVUV. For additional features, visit the drawdowns tool.
Volatility
HWVIX vs. AVUV - Volatility Comparison
Hotchkis & Wiley Small Cap Diversified Value Fund (HWVIX) and Avantis U.S. Small Cap Value ETF (AVUV) have volatilities of 4.30% and 4.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.